Wednesday, April 8th from 7:30am to 11:30am at the Ironlight in Lake Oswego
What to expect
Plan sponsors play life-changing roles for their employees. We want to provide you the latest tools and strategies so you can offer stronger retirement options.
Complimentary breakfast, coffee, and tea will be provided.
Earn SHRM CE credits for attending.
Our live event speakers
BONNIE TREICHEL, JD・FOUNDER AND CHIEF SOLUTIONS OFFICER・ENDEAVOR RETIREMENT
Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings.
ANDREW NELSON, AIF, MBA・
CEO, MANAGING PARTNER・
HUMAN INVESTING
Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.
EVE BELL, QKA・PARTNER, DIRECTOR OF WORKPLACE ADVISORY・HUMAN INVESTING
Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees.